Sarah Sikorski, CPA, CFP®

Sarah Sikorski, CPA, CFP®
WEALTH MANAGER

Recent Posts

Shell Retirement Planning & Essential Mistakes to Avoid

After a long career at Shell, several imperative considerations and decisions about your benefits, savings, and investments impact what’s available to you in retirement and what you'll face in taxes....
August 05, 2022

How to Use Cash Reserves as an Emergency Fund for Retirement

January 26, 2022

Retirement Withdrawal Strategies to Lower Taxes

December 27, 2021

How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions

September 28, 2021